Valinor Management, L.P.
Valinor Management, L.P. is a New York-based hedge fund founded in 2007 by David Gallo. The firm provides discretionary investment management and advisory services to private pooled investment vehicles, primarily the Valinor Capital Funds and VND Partners. Focused on public equity markets, Valinor employs a long/short equity strategy and is managed by a team led by David Gallo. As of its latest reporting, Valinor managed multiple funds, with a staff of approximately 32 employees, serving a range of institutional and qualified investors.
Investment Strategy
Valinor Management primarily invests in public equity securities across a range of market capitalizations, employing an equity long/short strategy. While its core focus is on equities, the firm may also invest in other securities within a company’s capital structure or use derivatives to enhance returns, optimize risk/reward, or hedge portfolio risks. The firm seeks to capitalize on short-term market inefficiencies through deep fundamental research, with a longer-term investment orientation. Valinor also manages special illiquid or restricted investments and a separate fund focused on proprietary growth equity opportunities in private companies.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NEXT | NEXTDECADE CORP | 100.00% | $75.3M | 8,448,135 | $4.97 | $8.91 | -$14.8M |